 MOLY: The Next
Sector to Rock!
Mike Hoy
Sep 27, 2005
For those of you who haven't
noticed; it appears that the price of Molybdenum (moly) is on
the move and the funny thing is, it is moving in the opposite
direction of what most of the analysts and newsletter writers
have predicted. HOW CAN THAT BE? How can they be wrong about
a base metal that has skyrocketed in price by more than 12 X
in the last 3 years? Funny thing about this is the fact that
it is not really their fault that they have been on the wrong
side of the price movement with their predictions.
Moly is one of the most
unknown and mis-understood base metals in the world today. This metal is unquestionably the
metal of the 21st century. Not only is it the metal of the 21st
century but very few individuals, investors, newsletter writers
and even companies that produce moly have a clue to the importance
that moly will play in shaping the rest of our lives and the
lives of generations to come.
The best part about this
is the fact that we, as consumers, are going to be the big winners. Not only will the consumer be a huge
winner but countries such as the US and China can now look at
each other as partners in the development of crucial technology
and power plants that will easily solve the world's energy problems
and needs rather than fierce competitors for the worlds dwindling
supplies of natural resources.
Think about it for a second!
What better way to cool the world's frayed nerves than to come
up with a solution to the world's energy crisis! Think of the
possibility of buying gasoline at $1.50-$2.00/gallon again. Believe
it or not there is a solution to the world's energy crisis and
the technology has been around for decades! In fact this technology
is now in the process of becoming a reality.
China and South Africa are
working together to develop and build power plants that will
liquify coal in a process that makes their vast reserves of coal
economical and the finished product is burned pollution free.
Think of what this means! Both the US and China can tell the
oil producing nations, of the world, to go take a "high
flying leap off their tallest oil rig." For the first
time in years I have positive feelings about the future and I
can see a way for the US to solve many of its pressing problems.
Think of automobiles and power plants burning fuel that is virtually
pollution free for a lot less than we pay for the same energy
today! This technology will not only solve our energy crisis
but it will also do wonders in solving the world's air pollution
crisis and the threat of global warming.
I hope you are getting as excited
as I am because from my standpoint I have searched for a very
long time to find anything to be positive about in the world
today. Not only does this give me something to cheer about but
the timing cannot be better.
Now you have got to be asking
yourself "how does moly fit in to this?" The answer
to that is very simple but yet it has been kept a "BIG SECRET!"
Very few people know or understand the fact that MOLY is the
catalyst to clean the impurities out of the vast quantities of
coal and stranded natural gas that exists in the world today.
With moly as the catalyst there is very little doubt about the
fact that the demand for moly can do anything but increase significantly
over the years to come.
Very few newsletter writers,
analysts or even producing moly companies understand the fact
that the world of the 21st century cannot exist, in the manner
that it will, without a much larger supply of moly than is available
in the market today..
Without this knowledge there
is no way that many of these very intelligent people could come
to the conclusion that the price of moly could do anything but
fall in price. That would be a logical and practical opinion
to form.
For months newsletter writers
and analysts have said that moly prices would fall below $15/lb.
after peaking above $39/lb. For months end users of moly have
waited for the pullback in price. Most of these end users felt
that moly had no-where to go in price but down. As a result of
this thinking these end users kept their inventories of moly
at very low levels. They waited and hoped that the price of moly
would fall. Moly did have a pullback; all the way to the meager
level of $29/lb.
The funny thing about moly
is the fact that moly, as a commodity, is not traded as a commodity
on any of the publicly traded commodity exchanges. The important
point to this is the fact that moly then has to trade on the
basis of pure supply and demand. Pure supply and demand eliminates
all the games and manipulation that is created by speculators,
hedge funds and those who attempt to manipulate markets to their
advantage.
Moly prices are now rising
because the end users can wait no longer for the price to fall.
The end users must buy to replenish inventories that do not exist
and this, coupled with thin supplies, is the real reason why
the price of moly is now rising. It has nothing to do with roasters
or any other garbage that certain people and companies want you
to believe. These naysayers have their own best interest at heart
and they may be the ones who truly know what is going on behind
the scene and doing everything they can to keep moly a big secret
while they take full advantage to position themselves for the
future.
Ken Reser recently posted
a magnificent article called "The
Big Secret!" I love this guy as I have learned so much
from him in the short time that I have had the privilege of knowing
and working with him. Ken is one of these guys who spends an
incredible amount of time in the pursuit of knowledge and the
truth. Ken is the first individual; I know of, to post an article
revealing the importance that moly plays in the development of
this new technology that literally is the "SAVIOR OF
THE WORLD!"
Now that the truth is coming
out; all these people, who have felt that moly prices would pull
back, now have a perfectly good reason to alter their opinions!
I believe we will read lots of articles, in the near future,
from analysts and newsletter writers who have "flip-flopped"
with their opinion on the future direction in the price of moly.
Even Jim Cramer on "romper room" or excuse me I mean
CNBC was talking about the positive future of the base metals
and moly as one base metal in particular. In other words the
rest of the investing world is beginning to stand up and take
notice.
LOOK OUT WORLD BECAUSE HERE
COMES MOLY AND THE MOLY STOCKS!
I feel that moly, as a sector will outperform and give returns
better than the oil and uranium sectors. After all why mess with
uranium and the consequences of the liabilities and cleaning
the messes it leaves behind when you can burn pollution-free
coal and stranded natural gas FOR A LOT LESS THAN IT COSTS
TODAY TO FILL OUR CARS AND HEAT OUR HOMES.
With the vast quantities of
coal and stranded natural gas that exists in the world today
the US and the rest of the world can become completely independent
in the development and supplies OF THEIR OWN NATURAL RESOURCES
FOR CENTURIES TO COME. Wouldn't this be an absolutely wonderful
feeling and position to be in for the rest of our lives and the
lives of generations to come? Wouldn't it be great to leave our
children and grandchildren something to be proud of? Isn't it
about time for the people of the world to stand up and demand
that attention and vast amounts of capital be spent on the development
of this absolutely necessary and timely power and technology!
For those of you who believe
that a recession or depression is eminent, after the hyperinflation,
and the resulting slowdown will change the demand for moly; I
ask you to think about this. What will the government do when
the economy comes to a standstill?
I believe that our government
will do exactly what they did in the depression of the 30's;
except this time the money will be spent to completely realign
our energy industry. I believe they will create vast quantities
of jobs that will put the people back to work. I also believe
these jobs will be of the same nature that existed in the 30's
when The Hoover Dam was built. I believe power plants across
the country will be built and these power plants will run on
coal and stranded natural gas using vast quantities of moly as
a catalyst to clean the impurities.
In other words I believe
a slowdown in the US could create a greater demand for moly as
a result of the money being spent in a manner that puts people
back to work and at the same time solves our great countries
energy and pollution needs with all the problems that go with
it! This would take negative, short term, economic times and
transfer that pain into long term growth and gain for future
generations to come.
Yeah I'm pumped and for the
first time in a very long time I'm very optimistic that we can
now turn the corner and bring this country back to the status
it once held. I believe this will be a very long and slow process
but at least it is a start and I have absolutely no problem sharing
that seat with developing countries like China. THERE IS LIGHT
AT THE END OF THE TUNNEL! You know; I'm beginning to feel
good; I only hope our elected officials get the point real quick.
For those of you who are not
on my free e-mail list click on the e-mail link below. If you
would like a phone call include your phone number and I hope
to be able to reach you in the future. For those who would like
specific ideas feel free to call me at the number below.
Mike
Mike
Hoy
email: mhoy@neb.rr.com
tel: 402-483-4484 Call between 8:00AM and 10:00 PM Central Time.
321gold Inc
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